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Oracle says four-year-old GPUs are being renewed or resold at a 20% premium, backing Jensen Huang’s bullish view on AI hardware longevity.
Bitcoin yield strategies have significantly compressed, with basis trades falling below Treasury rates since February 2026 and incentive-driven BTCfi TVL declining 74% from peak. The market is maturing with institutional products like BlackRock's BITA and Goldman Sachs' acquisition of NEOS Investments, shifting focus from highest rates to rates that fit individual holder profiles and tax situations.
Jeff Bezos maintains his position as Amazon's largest shareholder with approximately 950.4 million shares worth $245.7 billion, representing 8.8% of outstanding shares. While Amazon's stock has gained 12% year-to-date, it has underperformed the S&P 500's 13.7% return. However, the company's strong fundamentals, particularly AWS's 36.8% year-over-year growth and 60.5% operating income contribution, suggest long-term growth potential justifies including Amazon in a diversified portfolio.